|
26
|
Montecito Bank & Trust
Santa Barbara,
California
|
$425K
|
–
|
–
|
–
|
|
|
27
|
Cetera Advisors
Denver,
Colorado
|
$416K
|
+$420K
|
+21,159
|
New
|
|
|
28
|
Capital Investment Advisors
Atlanta,
Georgia
|
$413K
|
+$31.3K
|
+1,575
|
+8%
|
|
|
29
|
American International Group
New York
|
$396K
|
-$4.13K
|
-208
|
-1%
|
|
|
30
|
First Allied Advisory Services
San Diego,
California
|
$384K
|
+$389K
|
+19,568
|
New
|
|
|
31
|
VSR Financial Services
Overland Park,
Kansas
|
$356K
|
–
|
–
|
–
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$336K
|
+$7.95K
|
+400
|
+2%
|
|
|
33
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$307K
|
–
|
–
|
–
|
|
|
34
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$294K
|
–
|
–
|
–
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$252K
|
+$15.1K
|
+760
|
+6%
|
|
|
36
|
|
$237K
|
+$240K
|
+12,098
|
New
|
|
|
37
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$221K
|
+$224K
|
+11,271
|
+100%
|
|
|
38
|
|
$203K
|
-$306K
|
-15,395
|
-60%
|
|
|
39
|
Concert Wealth Management
San Jose,
California
|
$199K
|
–
|
–
|
–
|
|
|
40
|
Global Endowment Management
Charlotte,
North Carolina
|
$196K
|
–
|
–
|
–
|
|
|
41
|
Whittier Trust
South Pasadena,
California
|
$104K
|
–
|
–
|
–
|
|
|
42
|
People's United Financial
Bridgeport,
Connecticut
|
$97K
|
–
|
–
|
–
|
|
|
43
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$86.4K
|
–
|
–
|
–
|
|
|
44
|
Gary Goldberg Planning Services
Suffern,
New York
|
$82K
|
+$1.79K
|
+90
|
+2%
|
|
|
45
|
North Star Investment Management
Chicago,
Illinois
|
$57K
|
–
|
–
|
–
|
|
|
46
|
Synovus Financial
Columbus,
Georgia
|
$55K
|
–
|
–
|
–
|
|
|
47
|
Private Trust Company
Cleveland,
Ohio
|
$41K
|
–
|
–
|
–
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$35K
|
–
|
–
|
–
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32K
|
-$11.9K
|
-600
|
-27%
|
|
|
50
|
|
$24K
|
–
|
–
|
–
|
|
